CVA Family Office’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

CVA Family Office’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3K	Hold	112	–	–	﹤0.01%	857
2025 Q4	$15.8K	Buy	112 +1	+0.9%	+$140	﹤0.01%	729
2025 Q3	$15.6K	Hold	111	–	–	﹤0.01%	744
2025 Q2	$14.7K	Hold	111	–	–	﹤0.01%	743
2025 Q1	$14K	Hold	111	–	–	﹤0.01%	740
2024 Q4	$14.4K	Hold	111	–	–	﹤0.01%	731
2024 Q3	$14.7K	Hold	111	–	–	﹤0.01%	696
2024 Q2	$13.4K	Sell	111 -300	-73%	-$36.5K	﹤0.01%	696
2024 Q1	$51.5K	Hold	411	–	–	0.01%	491
2023 Q4	$47.8K	Buy	+411	New	+$43.8K	0.01%	487
2023 Q3	–	Sell	-411	Closed	-$45.1K	–	597
2023 Q2	$45.1K	Hold	411	–	–	0.01%	471
2023 Q1	$43.6K	Hold	411	–	–	0.01%	465
2022 Q4	$43.3K	Hold	411	–	–	0.01%	445
2022 Q3	$39K	Hold	411	–	–	0.01%	422
2022 Q2	$42K	Hold	411	–	–	0.01%	402
2022 Q1	$49K	Hold	411	–	–	0.01%	406
2021 Q4	$50K	Hold	411	–	–	0.01%	364
2021 Q3	$33K	Hold	411	–	–	0.02%	219
2021 Q2	$47K	Hold	411	–	–	0.01%	377
2021 Q1	$45K	Hold	411	–	–	0.02%	285
2020 Q4	$40K	Hold	411	–	–	0.02%	217
2020 Q3	$33K	Hold	411	–	–	0.02%	219
2020 Q2	$31K	Hold	411	–	–	0.03%	190
2020 Q1	$26K	Buy	+411	New	+$35.1K	0.03%	182

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CVA Family Office's IWS Position: Q1 2026 in Review

CVA Family Office held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 112 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

CVA Family Office first reported a position in IWS in Q1 2020 and has held it in 24 quarters since. The position peaked at $51.5K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

CVA Family Office held 112 shares of iShares Russell Mid-Cap Value ETF worth $16.3K as of Q1 2026.
CVA Family Office left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #857 holding.
CVA Family Office first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's iShares Russell Mid-Cap Value ETF position peaked at $51.5K in Q1 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.